Overview

Three ways to be a part of our team! Affiliation- you own your business, 1099, and tap into all the resources we've developed. Succession- join our team to prepare for your next chapter while knowing that your clients AND your legacy will be honored for years to come. Acquisition- Obtain full value for what you've built while partnering with a team that can maintain/enhance the level of service your clients are accustomed to. We operate on Raymond James' independent channel. We have a total of 24 advisors, 14 support staff, a dedicated trader and compliance officer. We have built out a "plug and play" platform with infrastructure that includes: 100+ Investment Models (ETF, MF, Hybrid, Tax Sensitive, Sustainable, and Individual Equity), Full Benefits platform through Trinet or Insperity for 401k, Health, Dental, Vision, Life), Compliance oversight (in addition to RJFS), Riskalyze, "Boots on the ground" transition support for 3 weeks, Pre-built marketing & branding, access to sample contracts for LOI, Purchase and Sale, Affiliation, or employment agreements, and Catastrophic Risk/ Succession plan built in. We currently have locations in Chesapeake, Fairfax, Staunton, Culpepper, Gloucester, and Suffolk, VA, Charlotte and Mooresville, NC, Chattanooga, TN, Guntersville, AL, and Pinckneyville, IL. We also have formed a shared services company with two other branches within RJFS in Boston, MA and Long Beach, CA which has allowed us to obtain substantial discounts on our vendor contracts. Most importantly, we have developed a client first approach and process called Life & Wealth Optimization. We have a reputation for building relationships with our clients, not with their money. We have a "better together" mentality and a culture of giving back with nearly all of our advisors very active in their community. Looking forward to a conversation.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 2 months

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